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You can incorporate automation when a deal is moved into or out of a particular stage in your Pipeline. Drag a Pipeline Stage Moved goal onto the canvas Double-click to open it up and configure which stage you're either moving into or out ...
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Campaign merge fields are useful time-savers when information in your automation changes frequently. For example, if you have five emails in an automation that all reference a constantly changing date, a campaign merge field will save you from edi...
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A contact that is entered into an a advanced automation can go through different statuses while moving through Sequences or triggering Goals. These statuses are "Active," "Queued" and "Done." Pro-tip! Click any animated gif or image to view ...
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Field Timers allow you to schedule a marketing piece based on a date or date/time field in the contact record. There are two default date fields in every contact record: Anniversary Date and Birthday Date. You can also create your own custom date ...
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Date Timers allow you to schedule a marketing piece at a specific date and time or within a date/time range.
Pro-Tip! You can override the default time zone with the time zone of the contact record so that your emails send at the most ...
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Delay timers schedule the amount of time that elapses between sequence communications and/or processes. The delay timer is very flexible giving you a great deal of control over when a communication is sent to a contact. It allows you to simulate p...
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The Create Order "then" automates the creation of an invoice, enabling you to automate yet another aspect of your business. You can add products, set up payment options, and send the invoice to contacts that enter this process. How to config...
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The Sequence is where the Automation happens. This can be as simple as sending an Email after a Web Form filled out or a complete process of creating assigning contact owners, tasks, follow up emails, and more. Timers If the timer between two ob...
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You can automatically set the value of a standard or custom field on the contact record in an Advanced Automation sequence. Use the Set Field Value process Click inside an automation sequence and drag and drop the Set Field Value object onto...
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A common question customers ask is "What happens when I make a change to an existing automation and then re-publish it?" This article will answer specific questions that are commonly associated with re-publishing an advanced automation. Can I ch...